In this issue:

• Chapter President's Message
• Upcoming FPA MI Events
• Partner Event with Dimensional (5/14)
• Annual Symposium Sneak Peek
• Advocacy News
• May Journal of Financial Planning

President's Message:

Spring is finally here!

As we have finally seen the signs of a new Spring season here in Michigan, it is hard to believe we are already a month into the second quarter of 2025. Please take a few minutes to review the FPA news. We are excited for upcoming events in the next couple of months, and space will be limited, so register as soon as possible.



First, a brief board leadership update. We extend our thanks to Michael Davidoff for his service on the FPA of Michigan board. Michael recently stepped down from the board, and we are grateful to him for his insight and contributions, and we look forward to his ongoing engagement with our chapter community. In accordance with our bylaws, the Board has appointed Logan Dimitrie to serve the remainder of the term. We are excited to welcome Logan as we continue advancing the mission of FPA of Michigan.

With global trade policy having many possible implications for the economy and financial markets, the May lunch & learn webinar on Tuesday, May 13^th, World in Motion: The Economics of Global Affairs will provide a timely and informative discussion.

Looking to connect with members of our NexGen community?  Join us for the next NexGen virtual Meet-up on May 14^th from 6:00 to 7:30 pm.

Speaking of Spring, the Women & Finance Networking Event on June 12^th, Growing with the FPA, will be hosted at English Gardens in Plymouth. Enjoy a fun evening of mocktails, appetizers, and great conversations over a hands-on workshop where you will craft your own orchid kokedama – a beautiful Japanese plant display technique. Check out the details below.

Save-the-date: Our next mixer is planned for mid-July. Join us for a downtown Detroit historical tour, followed by appetizers and drinks.  Stay tuned for more details and registration link!

Bob Ingram, CFP ®

FPA of Michigan

2025 Chapter President

bob.ingram@centerfinplan.com 

FPA MI | May Lunch & Learn Webinar: World in Motion: The Economics of Global Affairs

Tuesday, May 13th | 12:00 pm to 1:00 pm | Virtual through Zoom

Join Eric Shimp, Vice President of International Government Relations at Principal Financial Group, and gain a better understanding of the impacts of domestic and foreign economic policies on retirement planning, investment decision making and global financial institutions both at a corporate and a sovereign level.

FPA MI | NexGen May Meet-Up

Wednesday, May 14th | 6:00 pm to 7:30 pm | Virtual through Zoom

Join us for our upcoming virtual NexGen Meet-Up on May 14th. Use this event as an opportunity to connect with fellow advisors, share insights, and discuss strategies for taking your career to the next level. Whether you’re just starting out or looking to accelerate your growth, this event is for you.

FPA MI | Women & Finance Networking Event: Growing with the FPA

Thursday, June 12th | 5:30 pm to 7:30 pm | English Gardens in Plymouth

Sip, snack, and get creative! Join us at English Gardens to make your own orchid kokedama—a beautiful Japanese-style moss ball planter. Enjoy mocktails, appetizers, and leave with a living piece of art!

FPA MI | Networking Event: Historical Walking Tour & Happy Hour

July TBA | 5:30 pm to 7:30 pm | Downtown Detroit

Join us for a historical walking tour of downtown Detroit, followed by hors d'oeuvres and cocktails at a nearby restaurant. Coming soon!

Applied Communications Workshop

Wednesday, May 14th | 8:30 am to 4:00 pm

Happy Hour to Follow

The Graduate by Hilton | Ann Arbor

Dimensional’s Applied Communications Workshop is designed to assist advisors in structuring a more effective communication strategy with clients and prospects. The sessions aim to provide advisors a framework that can be applied to a variety of conversations and questions, and attendees will walk away with an action plan to answer specific questions and objections regularly encountered by advisors. Click here for the agenda.

Please reach out to Olivia.Carr@dimensional.com if you would like to attend!

Ask Congress to Extend and Expand Section 199A for Financial Planners

As we near a likely budget resolution in Congress, it will soon be time for legislators to begin drafting new tax legislation. Congress is considering extending the expiring provisions of the Tax Cuts and Jobs Act of 2017 (TCJA), which includes the 199A pass-through deduction for specific small businesses. However, financial advisors, financial planners, and investment advisors are not eligible to benefit from this deduction if their overall taxable income exceeds certain thresholds. 

FPA has been on the Hill meeting directly with Members of the House Ways and Means and Senate Finance Committees who are drafting tax legislation, asking them to extend and expand Section 199A. Now, your legislators need to hear directly from you!

Send a message to your members of Congress, urging them to expand Section 199A to allow independent financial advisors to benefit from this vital tax deduction! Click here to take action!

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Help Support the Freedom To Invest in Tomorrow's Workforce Act

Thanks to the continued efforts of the Tomorrow’s Workforce Coalition (of which FPA is a member), the Institute for Credentialing Excellence (ICE), the Professional Certification Coalition (PCC), and the American Society of Association Executives (ASAE), the Freedom to Invest in Tomorrow’s Workforce Act has been reintroduced in the Senate and the House of Representatives (S. 756 / H.R. 1151). You can read the coalition letter of support here.

The Freedom to Invest in Tomorrow’s Workforce Act would expand qualified expenses under 529 savings plans to include postsecondary training and credentialing, such as licenses and nongovernmental certifications. It would provide valuable tax-advantaged resources to more workers pursuing career growth, mid-career changes, or alternative career pathways, including those in the financial planning sector!

Please take a moment to make your voice heard on this important issue by emailing your members of Congress asking them to SUPPORT S. 756/H.R. 1151 by including it in a broader tax package. Click here to take action!

Journal of Financial Planning

The May issue of the Journal of Financial Planning is now available! Read this month's issue to get caught up on the latest trends and cutting edge research in financial planning. 



Connect With Us



FPA of Michigan

Email: info@fpami.com | Phone: 734.678.7898 | www.fpami.com